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Sequoia Financial Advisors’s ICU Medical ICUI Stock Holding History

Sequoia Financial Advisors’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,320
Closed -$205K – 1414
2024
Q4 		$205K Sell
1,320
-1,104
-46% -$187K ﹤0.01% 1209
2024
Q3 		$442K Buy
+2,424
New +$359K ﹤0.01% 802
2024
Q2 		– Sell
-2,223
Closed -$239K – 1252
2024
Q1 		$239K Sell
2,223
-2,752
-55% -$274K ﹤0.01% 968
2023
Q4 		$496K Buy
+4,975
New +$486K 0.01% 732

Other funds holding ICUI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Sequoia Financial Advisors's ICUI Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of ICU Medical (ICUI) in Q1 2025, closing a stake of 1,320 shares — an estimated $205K sold.

Sequoia Financial Advisors first reported a position in ICUI in Q4 2023 and held it in 4 quarters. The position peaked at $496K in Q4 2023. 281 funds tracked by Wall St. Rank hold ICUI as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining ICU Medical position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,320 ICU Medical shares in Q1 2025, an estimated $205K.
  • Sequoia Financial Advisors first reported a position in ICU Medical in Q4 2023 and held it in 4 quarters.
  • Sequoia Financial Advisors's ICU Medical position peaked at $496K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held ICU Medical as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.